ADVOCATE GROUP LLC

CIK 0001853401 • 7 13F filings • Apr 22, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $639.4M126 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$232K	0.0%Prev: 0.1%	1,600 SH	Decreased-273 SH
ABBOTT LABORATORIES	COM	$1.3M	0.2%	12,549 SH	New
ABBVIE INC	COM	$16.5M	2.6%Prev: 3.0%	75,672 SH	Decreased-3,467 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$4.3M	0.7%	21,519 SH	New
ADOBE INC	COM	$3.9M	0.6%Prev: 1.0%	15,840 SH	Decreased+2,126 SH
ALEXANDRIA REAL ESTATE EQ IN	COM	$1.3M	0.2%Prev: 0.6%	27,336 SH	Decreased-10,060 SH
ALPHABET INC	CAP STK CL A	$3.9M	0.6%	13,453 SH	New
ALPHABET INC	CAP STK CL C	$218K	0.0%	760 SH	New
AMGEN INC	COM	$1.9M	0.3%Prev: 0.3%	5,478 SH	Increased-680 SH
APPLE INC	COM	$9.9M	1.6%Prev: 1.7%	39,062 SH	Increased-3,429 SH
APPLIED MATLS INC	COM	$3.4M	0.5%Prev: 0.3%	9,930 SH	Increased-218 SH
ARCHER DANIELS MIDLAND CO	COM	$500K	0.1%Prev: 0.1%	6,872 SH	Increased-58 SH
ASTRAZENECA PLC	ORD	$1.2M	0.2%	5,917 SH	New
AT&T INC	COM	$225K	0.0%Prev: 0.0%	7,747 SH	Decreased-643 SH
AVALONBAY CMNTYS INC	COM	$5.8M	0.9%Prev: 0.8%	35,654 SH	Increased+13,987 SH
BOSTON SCIENTIFIC CORP	COM	$205K	0.0%Prev: 0.1%	3,274 SH	Decreased
BP PLC	SPONSORED ADR	$6.2M	1.0%Prev: 0.9%	131,103 SH	Increased-17,772 SH
BRISTOL-MYERS SQUIBB CO	COM	$10.1M	1.6%Prev: 1.6%	166,956 SH	Increased+19,805 SH
BROADCOM INC	COM	$6.0M	0.9%Prev: 0.7%	19,317 SH	Increased-5,091 SH
CATERPILLAR INC	COM	$10.3M	1.6%Prev: 1.0%	14,526 SH	Increased-2,663 SH
CENTERPOINT ENERGY INC	COM	$522K	0.1%Prev: 0.1%	12,098 SH	Increased
CHEVRON CORPORATION	COM	$14.8M	2.3%	71,426 SH	New
CHUBB LTD SWITZ	COM	$9.1M	1.4%	27,804 SH	New
CISCO SYS INC	COM	$12.6M	2.0%Prev: 2.2%	161,846 SH	Increased-37,366 SH
CLOROX CO DEL	COM	$2.8M	0.4%	26,661 SH	New
COCA COLA CO	COM	$948K	0.1%Prev: 0.2%	12,465 SH	Increased-605 SH
COLGATE PALMOLIVE CO	COM	$714K	0.1%Prev: 0.2%	8,381 SH	Decreased-538 SH
CONOCOPHILLIPS	COM	$488K	0.1%Prev: 0.1%	3,698 SH	Increased-71 SH
CONSTELLATION ENERGY CORP	COM	$218K	0.0%	782 SH	New
COSTCO WHOLESALE CORPORATION	COM	$258K	0.0%	259 SH	New
CROWN CASTLE INC	COM	$1.7M	0.3%Prev: 0.5%	20,458 SH	Decreased-4,790 SH
CUMMINS INC	COM	$9.8M	1.5%Prev: 1.3%	18,148 SH	Increased-4,206 SH
DARDEN RESTAURANTS INC	COM	$716K	0.1%Prev: 0.1%	3,652 SH	Decreased-30 SH
DEERE & CO	COM	$2.4M	0.4%Prev: 0.4%	4,289 SH	Increased-610 SH
DIGITAL RLTY TR INC	COM	$637K	0.1%Prev: 0.1%	3,532 SH	Increased-311 SH
DOMINION ENERGY INC	COM	$7.6M	1.2%Prev: 1.4%	123,613 SH	Decreased-14,166 SH
DUKE ENERGY CORP NEW	COM NEW	$10.0M	1.6%Prev: 1.6%	76,528 SH	Increased+3,794 SH
EATON CORP PLC	SHS	$219K	0.0%	611 SH	New
EMERSON ELEC CO	COM	$10.2M	1.6%Prev: 1.5%	78,168 SH	Increased+1,701 SH
ENBRIDGE INC	COM	$12.8M	2.0%Prev: 2.0%	236,809 SH	Increased-11,628 SH
ENTEGRIS INC	COM	$232K	0.0%Prev: 0.1%	1,983 SH	Decreased-2,796 SH
EVERGY INC	COM	$11.6M	1.8%Prev: 1.8%	141,388 SH	Increased+1,879 SH
EXXON MOBIL CORP	COM	$757K	0.1%Prev: 0.3%	4,459 SH	Decreased-9,359 SH
FASTENAL CO	COM	$1.7M	0.3%Prev: 0.3%	36,716 SH	Increased+18,220 SH
FREEPORT MCMORAN INC	CL B	$5.4M	0.8%	92,086 SH	New
GENERAL MILLS INC	COM	$20.4M	3.2%	547,322 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$490K	0.1%	10,507 SH	New
GLOBAL X FDS	RBTCS ARTFL INTE	$285K	0.0%	8,567 SH	New
HARROW INC	COM	$311K	0.0%	8,824 SH	New
HOME DEPOT INC	COM	$6.4M	1.0%Prev: 1.4%	19,598 SH	Decreased-1,193 SH
HORMEL FOODS CORP	COM	$3.9M	0.6%	172,479 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$9.2M	1.4%Prev: 2.4%	37,927 SH	Decreased-13,998 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$978K	0.2%	5,900 SH	New
ISHARES TR	CORE MSCI TOTAL	$2.6M	0.4%Prev: 0.4%	30,001 SH	Increased
ISHARES TR	CORE S&P500 ETF	$270K	0.0%Prev: 0.0%	413 SH	Increased-2 SH
ISHARES TR	FUTURE AI & TECH	$514K	0.1%	11,054 SH	New
ISHARES TR	RUS 1000 ETF	$327K	0.1%Prev: 0.1%	917 SH	Increased-83 SH
ISHARES TR	RUSSELL 2000 ETF	$414K	0.1%Prev: 0.1%	1,668 SH	Increased-48 SH
JOHNSON & JOHNSON	COM	$15.8M	2.5%Prev: 2.0%	64,825 SH	Increased-542 SH
JPMORGAN CHASE & CO	COM	$9.8M	1.5%	33,344 SH	New
KIMBERLY-CLARK CORP	COM	$4.4M	0.7%Prev: 1.4%	45,921 SH	Decreased-7,919 SH
KROGER CO	COM	$9.0M	1.4%Prev: 1.3%	124,962 SH	Increased+20,854 SH
LOCKHEED MARTIN CORP	COM	$317K	0.0%Prev: 0.0%	524 SH	Increased-29 SH
LYONDELLBASELL INDUSTRIES NV	SHS - A -	$5.7M	0.9%	70,321 SH	New
MAGNUM ICE CREAM CO NV	ORD SHS	$332K	0.1%	22,176 SH	New
MASCO CORP	COM	$254K	0.0%Prev: 0.1%	4,215 SH	Decreased-5,439 SH
MASTERCARD INCORPORATED	CL A	$4.2M	0.7%Prev: 0.9%	8,327 SH	Decreased-463 SH
MCDONALDS CORP	COM	$9.1M	1.4%Prev: 1.8%	29,420 SH	Decreased-1,805 SH
MEDTRONIC PLC	SHS	$9.7M	1.5%Prev: 1.8%	111,662 SH	Decreased+1,631 SH
MERCK & CO INC	COM	$11.7M	1.8%Prev: 1.4%	97,350 SH	Increased+12,055 SH
META PLATFORMS INC	CL A	$375K	0.1%Prev: 0.1%	656 SH	Decreased
MICRON TECHNOLOGY INC	COM	$317K	0.0%	937 SH	New
MICROSOFT CORP	COM	$8.0M	1.3%Prev: 1.7%	21,721 SH	Decreased-3,798 SH
MORGAN STANLEY	COM NEW	$9.4M	1.5%Prev: 1.6%	57,172 SH	Increased-19,728 SH
NEXTERA ENERGY INC	COM	$5.0M	0.8%Prev: 0.7%	53,758 SH	Increased-1,830 SH
NIKE INC	CL B	$2.4M	0.4%Prev: 0.5%	44,963 SH	Decreased+3,400 SH
NORFOLK SOUTHN CORP	COM	$854K	0.1%Prev: 0.1%	2,977 SH	Increased-161 SH
NUTRIEN LTD	COM	$8.9M	1.4%Prev: 1.2%	118,595 SH	Increased-14,105 SH
ONEOK INC NEW	COM	$269K	0.0%	2,981 SH	New
PACKAGING CORP AMER	COM	$252K	0.0%Prev: 0.1%	1,187 SH	Decreased-1,548 SH
PAYCHEX INC	COM	$763K	0.1%Prev: 0.2%	8,286 SH	Decreased-552 SH
PEPSICO INC	COM	$336K	0.1%Prev: 0.0%	2,164 SH	Increased+667 SH
PFIZER INC	COM	$10.0M	1.6%Prev: 1.6%	355,052 SH	Increased+1,380 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$6.7M	1.1%Prev: 0.9%	67,050 SH	Increased+15,320 SH
PROCTER & GAMBLE CO	COM	$9.3M	1.5%	64,527 SH	New
PROLOGIS INC.	COM	$5.8M	0.9%Prev: 0.8%	43,780 SH	Increased+6,452 SH
PUBLIC STORAGE OPER CO	COM	$5.9M	0.9%Prev: 1.0%	21,872 SH	Increased+3,507 SH
RIO TINTO PLC	SPONSORED ADR	$4.9M	0.8%Prev: 0.6%	52,843 SH	Increased+119 SH
SALESFORCE INC	COM	$2.6M	0.4%	14,091 SH	New
SCHWAB CHARLES CORP	COM	$9.2M	1.4%Prev: 1.7%	98,273 SH	Decreased-21,657 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$262K	0.0%Prev: 0.0%	9,405 SH	Increased
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$10.7M	1.7%Prev: 1.2%	429,999 SH	Increased+172,380 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$247K	0.0%Prev: 0.0%	8,100 SH	Increased
SHELL PLC	SPON ADS	$6.2M	1.0%Prev: 0.9%	66,636 SH	Increased-2,916 SH
SOUTHERN CO	COM	$8.3M	1.3%Prev: 1.5%	85,820 SH	Decreased-5,201 SH
SOUTHERN COPPER CORP	COM	$2.7M	0.4%Prev: 0.6%	15,970 SH	Decreased-21,406 SH
SPDR GOLD TR	GOLD SHS	$207K	0.0%	480 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$601K	0.1%	924 SH	New
STEEL DYNAMICS INC	COM	$986K	0.2%Prev: 0.1%	5,478 SH	Increased-181 SH
SYSCO CORP	COM	$221K	0.0%Prev: 0.1%	3,099 SH	Decreased-834 SH
TARGET CORP	COM	$10.3M	1.6%Prev: 1.2%	85,290 SH	Increased+20,836 SH
TESLA INC	COM	$1.5M	0.2%Prev: 0.2%	4,040 SH	Increased-61 SH
TEXAS INSTRS INC	COM	$6.6M	1.0%Prev: 1.2%	33,926 SH	Increased-1,571 SH
UDR INC	COM	$3.5M	0.6%	104,497 SH	New
UNILEVER PLC	SPON ADR NEW	$6.2M	1.0%Prev: 1.3%	108,002 SH	Decreased-15,117 SH
UNION PAC CORP	COM	$8.5M	1.3%Prev: 1.4%	35,161 SH	Increased+1,512 SH
UNITED PARCEL SVCS INC	CL B	$6.5M	1.0%	66,025 SH	New
UNITED STATES ANTIMONY CORP	COM	$279K	0.0%Prev: 0.0%	31,950 SH	Increased
VALERO ENERGY CORP	COM	$256K	0.0%	1,035 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$1.6M	0.2%Prev: 0.2%	3,654 SH	Increased+5 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$27.2M	4.2%Prev: 2.8%	90,889 SH	Increased+32,124 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.3M	0.8%Prev: 0.5%	18,458 SH	Increased+6,944 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.1M	0.3%Prev: 0.2%	8,102 SH	Increased+3,010 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.8M	0.9%Prev: 1.0%	18,129 SH	Increased-1,032 SH
VANGUARD INDEX FDS	VALUE ETF	$1.6M	0.2%Prev: 0.3%	7,960 SH	Increased+12 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$7.6M	1.2%Prev: 0.9%	101,008 SH	Increased+20,625 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.1M	1.4%Prev: 1.0%	168,220 SH	Increased+49,301 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$11.9M	1.9%Prev: 1.3%	238,449 SH	Increased+97,554 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$34.6M	5.4%Prev: 3.6%	540,708 SH	Increased+150,455 SH
VERIZON COMMUNICATIONS INC	COM	$17.1M	2.7%Prev: 2.8%	340,554 SH	Increased-1,971 SH
WALMART INC	COM	$2.8M	0.4%Prev: 0.5%	22,348 SH	Increased-6,628 SH
WATSCO INC	COM	$503K	0.1%Prev: 0.1%	1,384 SH	Decreased
WELLS FARGO & CO	COM	$2.5M	0.4%	32,020 SH	New
WP CAREY INC	COM	$6.2M	1.0%Prev: 0.9%	91,645 SH	Increased+14,116 SH
WW GRAINGER INC	COM	$220K	0.0%	202 SH	New
XCEL ENERGY INC	COM	$5.8M	0.9%Prev: 0.0%	72,877 SH	Increased+70,000 SH

Sold (vs prior filing)

ABBOTT LABS — $1.8M
ASTRAZENECA PLC — $932K
BEST BUY INC — $267K
BLACKBERRY LTD — $87K
CHEVRON CORP NEW — $10.7M
CHUBB LIMITED — $7.2M
COSTCO WHSL CORP NEW — $263K
DIAGEO PLC — $208K
FREEPORT-MCMORAN INC — $2.6M
GENERAL MLS INC — $30.6M
GILEAD SCIENCES INC — $8.7M
GRAPHIC PACKAGING HLDG CO — $6.5M
JPMORGAN CHASE & CO. — $10.3M
LYONDELLBASELL INDUSTRIES N — $4.3M
MONDELEZ INTL INC — $538K
PROCTER AND GAMBLE CO — $8.8M
SPDR S&P 500 ETF TR — $492K
UNITED PARCEL SERVICE INC — $8.9M
UNITEDHEALTH GROUP INC — $3.4M
VANGUARD INDEX FDS — $564K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001853401-26-000005	—	View
Jan 20, 2026	Q4 2025	13F-HR	0001853401-26-000001	$618.2M	View
Oct 20, 2025	Q3 2025